Stephen McKenna

Stephen McKenna is a Senior Associate at BBR Partners in New York, NY, where he is responsible for supporting the firm's data efficiency and reliability, ensuring robust analytics for investment decision-making. His work directly contributes to portfolio management processes, leveraging both financial analytics and technology to enhance client outcomes.

Prior to his current role, Stephen advanced through several positions at BBR Partners, starting as an Associate and bringing expertise from his tenure as an Experienced Associate at PwC. He has contributed to client service teams, focusing on complex portfolio construction and operational excellence, and is experienced in multi-asset class management, including equities, fixed income, and alternative investments.

Stephen holds an MBA in Business Analytics & Finance and a BS in Financial Economics from Binghamton University, providing him with a strong quantitative and analytical background. His career achievements include contributing to the implementation of data solutions that drive investment strategy decisions and client reporting efficiency, specifically within the ultra-high-net-worth and family office segments where BBR Partners specializes.